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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,238 | $149,040-91.8% | $120,225-89.8% | $137,256-91.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 45.43% | 605.68%-560.3pp | 439.23%-393.8pp | 220.34%-174.9pp |
| Employer contribution / active EE | $2,440 | $4,350-43.9% | $3,475-29.8% | $4,156-41.3% |
| Participant deferral / active EE | $3,050 | $4,655-34.5% | $3,999-23.7% | $6,407-52.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |